Private Client Wealth Advisor — Holistic Planning

Testing Site - JPMC; St. George (VT); On-site; USD 85,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families.

You will build and nurture a book of business by leveraging leadership and relationship-building skills, focusing on long-term client relationships rather than portfolio management. The role requires strong knowledge of financial markets, integrity, and a passion for educating clients on digital channels

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Experience in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Commitment to goals-based planning and advice.
• Licenses: Series 7 and Series 66 required or to be obtained within 60 days of start; Life/Health/LTC license required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank conveniently.

Skills

Client relationship building

Goals-based financial planning

Financial advisory

Digital banking & platforms

Communication

Education

Bachelor’s degree

CFP® certification (preferred)

Tools

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

FINRA/SIPC knowledge

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families.

You will build and nurture a book of business by leveraging leadership and relationship-building skills, focusing on long-term client relationships rather than portfolio management. The role requires strong knowledge of financial markets, integrity, and a passion for educating clients on digital channels